Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PTNDX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND D) | NA | 4.66% | 4.30% | 3.10% | NA | NA | NA | -0.27% |
Data as of 03/30/2015, AR inception is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTNDX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND D) | 04/01/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 4.66 | 4.30 | 3.10 | NA | NA | NA | -0.27 | 2.14 | 0.75 | 0.39 | 9.10 | -0.60 | 3.70 | 19.97 | -31.30 |
| Sharpe Ratio | NA | 0.72 | 0.87 | 0.57 | NA | NA | NA | -0.04 | 1.75 | 0.17 | 0.08 | 3.06 | -0.14 | 0.49 | 1.74 | -1.62 |
| Standard Deviation(%) | NA | 6.79 | 4.91 | 5.36 | NA | NA | NA | 10.16 | 5.28 | 4.48 | 4.25 | 2.98 | 4.47 | 7.35 | 11.41 | 24.58 |
| Draw Down(%) | NA | 4.12 | 6.41 | 6.41 | NA | NA | NA | 40.44 | 1.96 | 4.89 | 6.41 | 1.58 | 4.36 | 5.42 | 10.27 | 34.94 |
| Yield(%) | 0.00 | 5.58 | 3.84 | 2.81 | 1.33 | 0.88 | 0.66 | 2.21 | 0.00 | 5.65 | 2.53 | 3.51 | 0.00 | 3.08 | 1.05 | 0.00 |
Data as of 03/30/2015, AR inception is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNDX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND D) |
-4.88%
May 2008 - May 2011 |
-2.03%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTNDX (PIMCO REALRETIREMENT INCOME AND DISTRIBUTION FUND D) |
10.52%
Feb 2009 - Feb 2012 |
7.79%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart